Financial Planning CE
Exclusive CE package for CFP® Certificants
Price: $125.00
Certified Financial PlannerTM certificants need to stay abreast of new issues and maintain their certification by earning continuing education credits every two years. This exclusive one-year subscription allows you to take as many of these online CE courses as you need during your 12-month subscription period. CE OneSource® provides a selection of more than 100 courses in subjects spanning fundamentals in financial planning, insurance, investments, tax, retirement, estate planning and CFP Board Code of Ethics. Courses range from 2 – 6 hours of credit. This package is also applicable towards the College’s designation CE requirements.
| Alumni CE OneSource® Subscription | Price | ||
|---|---|---|---|
| Alumni CE OneSource® | $215.00 | ||
| TOTAL | $215.00 | ||
| SPECIAL ALUMNI PRICING | $125.00 | ||
Click here to review a list of CE OneSource courses
Click here to see other CE products applicable for CFP® Certificants
As the industry's only paraplanner designation, these exclusive CE packages provide a variety of courses covering the basics of the financial planning process as well as some more complex topics. These packages are suited for the frontline employees in the financial services industry. These packages are also applicable for CFP® Certification CE credit.
| Package Options | CE Credits | Price | |
|---|---|---|---|
| Alumni Financial Planning Option 1 for RP® | |||
| Insurance Products for Investment Clients | 3 | $30.00 | |
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| Regulatory and Ethical Issues for the Investment Professional | 3 | $30.00 | |
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| Introduction to the Financial Planning Process | 3 | $30.00 | |
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| Mutual Funds and Other Investments | 3 | $30.00 | |
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| Income Tax Concepts, Basic Terminology and Tax Calculations | 3 | $30.00 | |
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| Risk, Return and Investment Performance | 3 | $30.00 | |
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| TOTAL | 18 | $180.00 | |
| SPECIAL ALUMNI PRICING | $99.00 | ||
| Alumni Financial Planning Option 2 for RP® | |||
| Introduction to the Time Value of Money | 3 | $30.00 | |
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| Introduction to the Insurance Industry | 3 | $30.00 | |
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| Asset Allocation | 3 | $30.00 | |
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| An Overview of Retirement Planning | 3 | $30.00 | |
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| Regulatory and Ethical Considerations for Financial Planners | 3 | $30.00 | |
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| Introduction to Mutual Funds | 3 | $30.00 | |
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| TOTAL | 18 | $180.00 | |
| SPECIAL ALUMNI PRICING | $99.00 | ||
The College for Financial Planning does not certify individuals to use the
CFP®, CERTIFIED FINANCIAL PLANNERTM and
marks.
CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.